We are live on ! Find out more

691 hedge funds and large institutions have $8.12B invested in Lumen in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 248 increasing their positions, 258 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

0.87% more ownership

Funds ownership: 77.91%78.79% (+0.87%)

4% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 258

4% less funds holding

Funds holding: 721691 (-30)

22% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 97

28% less capital invested

Capital invested by funds: $11.2B → $8.12B (-$3.11B)

62% less call options, than puts

Call options by funds: $68.6M | Put options by funds: $179M

Holders
691
Holders Change
-30
Holders Change %
-4.16%
% of All Funds
15.23%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
76
Increased
248
Reduced
258
Closed
97
Calls
$68.6M
Puts
$179M
Net Calls
-$110M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
226
United Capital Financial Advisors
Texas
$1.09M +$60K +4,800 +4%
Creative Planning
227
Creative Planning
Kansas
$1.09M -$56.9K -4,549 -4%
OPTFSNA
228
Old Point Trust & Financial Services N A
Virginia
$1.08M +$30K +2,400 +2%
RJFSA
229
Raymond James Financial Services Advisors
Florida
$1.08M +$15.3K +1,224 +1%
Macquarie Group
230
Macquarie Group
Australia
$1.08M -$2.57M -205,867 -64%
B
231
BP
United Kingdom
$1.06M
SCM
232
Stumpf Capital Management
Arizona
$1.06M -$260K -20,805 -16%
ETC
233
Exchange Traded Concepts
Oklahoma
$1.03M -$12.3M -985,759 -90%
TAM
234
Tocqueville Asset Management
New York
$1.03M -$1.58M -126,364 -54%
PAM
235
PVG Asset Management
Colorado
$1.02M -$645K -51,565 -32%
BCIM
236
British Columbia Investment Management
British Columbia, Canada
$1.01M -$1.55M -124,014 -54%
HIMCH
237
Hartford Investment Management Co (HIMCO)
Connecticut
$1.01M +$49K +3,920 +4%
GAG
238
GM Advisory Group
New York
$1.01M +$1.34M +106,997 New
AA
239
Argent Advisors
Louisiana
$1M +$16.4K +1,313 +1%
HW
240
Hancock Whitney
Mississippi
$996K +$4.9K +392 +0.4%
Wealthfront Advisers
241
Wealthfront Advisers
California
$996K +$110K +8,773 +9%
CM
242
Caption Management
Oklahoma
$978K +$1.02M +81,530 +373%
VIA
243
Vident Investment Advisory
Georgia
$973K -$246K -19,711 -16%
DekaBank Deutsche Girozentrale
244
DekaBank Deutsche Girozentrale
Germany
$966K +$306K +24,489 +33%
GI
245
GAMCO Investors
Connecticut
$963K
II
246
IFM Investors
Australia
$960K -$48.7K -3,895 -4%
TRSOTSOK
247
Teachers Retirement System of the State of Kentucky
Kentucky
$946K -$15.3M -1,221,200 -92%
IMPI
248
Ilmarinen Mutual Pension Insurance
Finland
$945K
Mackenzie Financial
249
Mackenzie Financial
Ontario, Canada
$944K -$1.34M -107,005 -52%
BB
250
Bell Bank
North Dakota
$944K +$26.5K +2,119 +2%

LUMN Hedge Fund Activity: Q1 2020 in Review

691 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2020, worth a combined $8.12B — down 28% from $11.2B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of LUMN and 76 opened new positions — a net loss of 21 holders — while 258 trimmed existing stakes and 248 added.

The largest buyer was Citigroup, adding an estimated $114M. The largest seller was Southeastern Asset Management, cutting an estimated $54.7M.

  • 691 institutional investors held Lumen (LUMN) as of Q1 2020, down from 721 in Q4 2019.
  • Funds reported $8.12B of Lumen stock for Q1 2020, down 28% quarter-over-quarter.
  • 76 funds opened new Lumen positions in Q1 2020 and 97 closed out, a net change of -21 holders.
  • The largest Lumen buyer in Q1 2020 was Citigroup, an estimated $114M added.
  • The largest Lumen seller in Q1 2020 was Southeastern Asset Management, an estimated $54.7M sold.

Based on aggregated 13F filings for Q1 2020.